This session will focus on issues that affect our clients as they age. With the enhanced estate tax exemption, more clients are now concerned about how to pay for long-term care and how to make sure others can make medical and financial decisions for them if they become incapacitated. Also, with clients living longer, planning for a secure retirement becomes even more important.
Learn how to advise clients concerned about how to pay for long-term care
Learn how to advise clients on how to plan for incapacity